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A preview in one image | Strongly bullish on the performance before earnings! nvidia's earnings are coming next week, and Blackwell may become a catalyst for the stock price. Will it lead the US stock market to continue its frenzy?
According to Bloomberg consensus estimates, as nvidia's most critical business - datacenter is expected to achieve revenue of 29.083 billion USD, a year-on-year increase of 100.38%. This indicates that the share of this business in the company's revenue is expected to continue to expand to 88.06%, compared to 87.5% in the last quarter.
Before nvidia's third quarter report is released this week, bad news has surfaced...
①According to the media reports, nvidia's new generation Blackwell ai chip will be delayed due to overheating issues, which will affect customers such as Google and microsoft in deploying new datacenters. ②Nvidia will release its third quarter report this Wednesday local time, which will also be its first financial report after being included in the Dow.
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Express News | The new nvidia ai chip is reportedly facing server overheating issues.
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Are good days coming? American technology companies are looking forward to Trump 2.0, which will be crucial in reducing regulations.
①With Trump winning the election, many American technology company executives feel excited because Trump's victory means that the United States' fiscal spending is expected to increase, trade regulations will be relaxed, which is crucial for technology enterprises; ②Although Trump's anti-monopoly agenda is still uncertain, people seem to be increasingly optimistic that compared to Biden, he will take a less interventionist approach towards giant monopolies.
After the AI craze of "empty steps" led to a sharp drop in stock prices, Samsung's $7 billion buyback helped the stock price rebound significantly.
Samsung's stock price soared due to a $7 billion share buyback plan, after the company missed the ai frenzy due to slow progress in HBM development; jpmorgan stated that management is actively taking steps to support the stock price.
Wall Street outlook for this week: nvidia (NVDA.US) financial report is coming with a shock, followed by the financial reports of retail giants and real estate data.
In the coming week, the market focus will shift from stock market volatility to the release of a series of important financial reports, especially nvidia's earnings report, while the financial reports of retail giants walmart and Target will also attract attention.
Nvidia's Blackwell Chips Are Extra Toasty, Server Overheating Issues Impact Meta, Microsoft And Elon Musk's XAI
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①After the risk assets went crazy following the election, investors in the US stock market finally began to calm down last week; ②Fed Chairman Powell seems to be intentionally slowing down the pace of interest rate cuts, which has cooled the excitement generated by the 'Trump trade'.
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On the eve of the third-quarter report release, nvidia's Blackwell ai chip has another "leak"!
Customers are looking for alternatives.
Express News | U.S. stock market overnight: super micro computer surged 21%, tesla rose over 3%.
nvidia (NVDA.US) new generation Blackwell chip delivery delayed again, reported to have overheating issues
Nvidia (NVDA.US) The new generation Blackwell ai chip in high-capacity server racks has serious overheating issues, which have led to design adjustments and project delays.
The nvidia Blackwell chip has "heating issues," raising concerns among customers.
nvidia Blackwell is facing challenges of overheating, requiring a redesign of the framework which may lead to customer delays. Some customers are starting to shift towards purchasing more Hopper chips, this will boost nvidia's short-term earnings, but it is not a good sign for long-term revenue growth.
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